Sam Advisors, LLC Reduced Holdings in Q3 2024

Sam Advisors, LLC

  • $270 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-267K
- 97.6%
$71.45 - $75.64 $19.1M - $20.2M
6.56K $492K
SJNK
Spdr Bloomberg Short Term High

ETFs
-563K
- 73.27%
$24.8 - $25.75 $14M - $14.5M
206K $5.29M
MSFT
Microsoft Corp

Technology
-62
- 0.49%
$395.15 - $467.56 $24.5K - $29K
12.6K $5.4M
PULS
Pgim ETF Tr

ETFs
-3.7K
- 8.35%
$49.47 - $49.8 $183K - $184K
40.6K $2.02M
AMZN
Amazon Com Inc

Consumer Cyclical
-65
- 0.33%
$161.02 - $200.0 $10.5K - $13K
19.7K $3.68M
GOOG
Alphabet Inc.

Communication Services
-230
- 3.5%
$149.54 - $192.66 $34.4K - $44.3K
6.35K $1.06M
GOOGL
Alphabet Inc.

Communication Services
-32
- 1.04%
$148.65 - $191.18 $4.76K - $6.12K
3.05K $505K
VUSB
Vanguard Bd Index Fds
-3.74K
- 34.53%
N/A
7.08K $0
META
Meta Platforms, Inc.

Communication Services
-10
- 1.42%
$453.41 - $572.44 $4.53K - $5.72K
694 $397K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-620
- 1.59%
$434.77 - $502.96 $270K - $312K
38.4K $18.7M
JNJ
Johnson & Johnson

Healthcare
-143
- 1.21%
$145.48 - $167.38 $20.8K - $23.9K
11.7K $1.9M
SPG
Simon Property Group Inc

Real Estate
-408
- 1.82%
$146.09 - $170.11 $59.6K - $69.4K
22K $3.71M
AAPL
Apple Inc.

Technology
-618
- 2.92%
$207.23 - $234.82 $128K - $145K
20.5K $4.78M
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.54K
- 2.43%
$47.94 - $59.23 $73.8K - $91.2K
61.8K $3.5M
CCI
Crown Castle International Corp

Real Estate
-330
- 1.28%
$95.29 - $120.24 $31.4K - $39.7K
25.4K $3.02M
IYG
Ishares Tr

ETFs
-1.1K
- 0.91%
$64.2 - $71.76 $70.6K - $78.9K
120K $8.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-271
- 1.3%
$405.19 - $478.57 $110K - $130K
20.5K $9.45M
VB
Vanguard Small Cap ETF

ETFs
-757
- 1.08%
$214.77 - $237.72 $163K - $180K
69.1K $16.4M
VTI
Vanguard Total Stock Market Et

ETFs
-2.06K
- 0.66%
$255.18 - $283.2 $526K - $583K
308K $87.3M
Activity Summary
Buys All Purchases 16 New Holdings 11 Increased Positions 5 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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